EWM
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EPG Wealth Management’s Edwards Lifesciences EW Stock Holding History

EPG Wealth Management’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-603
Closed -$38K – 337
2020
Q1 		$38K Buy
603
+3
+0.5% +$216 0.03% 317
2019
Q4 		$47K Buy
+600
New +$46.9K 0.03% 241

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

EPG Wealth Management's EW Position: Q2 2020 in Review

EPG Wealth Management sold out of Edwards Lifesciences (EW) in Q2 2020, closing a stake of 603 shares — an estimated $38K sold.

EPG Wealth Management first reported a position in EW in Q4 2019 and held it in 2 quarters. The position peaked at $47K in Q4 2019. 1,047 funds tracked by Wall St. Rank hold EW as of Q2 2020.

  • EPG Wealth Management reported no remaining Edwards Lifesciences position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 603 Edwards Lifesciences shares in Q2 2020, an estimated $38K.
  • EPG Wealth Management first reported a position in Edwards Lifesciences in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Edwards Lifesciences position peaked at $47K in Q4 2019.
  • 1,047 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.